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Now that you have gathered your financial information, you can start making informed decisions. In this presentation, we will discuss how young adults should approach their financial futures by identifying goals and creating an actionable plan to know if they are staying on track. We will review key short-term goals like emergency funds and paying off debt. Having financial goals will change how you look at your money. After this discussion, you will start to see how every decision you make matters to your greater financial health.

Julie Jason, JD, LLM, developed her views on financial services over a lifelong career in law and management, starting out on Wall Street as a lawyer after earning her LLM from Columbia University. More than twenty-five years ago, Jason founded her own Investment Counsel firm—Jackson, Grant, Investment Advisers, Inc. of Stamford, CT, a fiduciary boutique—where her team manages personal portfolios for high-net-worth families. A proponent of financial literacy, Ms. Jason writes for a broad audience of every financial means. Her award-winning weekly investor education column, which celebrated a 1,000 column milestone in 2017, is syndicated by Andrews McMeel and is published locally in Greenwich Time each Sunday and in a number of other Hearst newspapers.

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PROGRAM CONTACT:

Yang Wang
203-622-7924
ywang@greenwichlibrary.org